CPFP, Professional of Financial Planner, Financial Planning, Financial Management, Tax Planning, Accounting, CFP
What you will learn
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Gain insights into the core duties of financial planners and how they impact clients’ financial goals.
Develop skills to prepare and interpret personal balance sheets and income statements for financial analysis.
Identify and assess different types of insurance and their role in managing financial risk.
Acquire knowledge about various investment options and their associated risks and returns.
Estimate retirement expenses and income sources to plan effectively for retirement.
Gain a thorough understanding of tax structures and how to optimize tax benefits.
Learn techniques for transferring wealth and planning charitable donations to maximize benefits.
Understand different options for saving for education and their advantages and disadvantages.
Implement strategies to counteract biases and make more rational financial decisions.
Develop comprehensive financial plans by coordinating various aspects of financial management.
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